Droms Strauss Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,392
| Closed | -$333K | – | 52 |
|
|
2021
Q1 | $333K | Sell |
4,392
-131
| -3% | -$9.93K | 0.16% | 37 |
|
|
2020
Q4 | $329K | Sell |
4,523
-152
| -3% | -$11.1K | 0.19% | 32 |
|
|
2020
Q3 | $297K | Buy |
+4,675
| New | +$297K | 0.18% | 36 |
|
|
2020
Q1 | – | Sell |
-9,553
| Closed | -$664K | – | 42 |
|
|
2019
Q4 | $664K | Buy |
9,553
+1,373
| +17% | +$95.4K | 0.49% | 24 |
|
|
2019
Q3 | $533K | Sell |
8,180
-2,258
| -22% | -$147K | 0.43% | 25 |
|
|
2019
Q2 | $684K | Sell |
10,438
-2,046
| -16% | -$134K | 0.51% | 28 |
|
|
2019
Q1 | $811K | Sell |
12,484
-8,649
| -41% | -$562K | 0.63% | 25 |
|
|
2018
Q4 | $1.24M | Buy |
+21,133
| New | +$1.24M | 1.15% | 17 |
|